PEP vs. SJM: PepsiCo vs. J. M. Smucker Stock Comparison

November 11, 2026

How do PepsiCo (PEP) and J. M. Smucker (SJM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

PepsiCo (PEP) and J. M. Smucker (SJM) both fall under the Food, Beverage & Tobacco industry group, but PEP is classified in Beverages while SJM is classified in Food Products.

Company profile comparison for PepsiCo (PEP) and J. M. Smucker (SJM)
Profile Item	PEP	SJM
Name	PepsiCo, Inc.	The J. M. Smucker Company
Country/Region	United States	United States
GICS Sector	Consumer Staples	Consumer Staples
GICS Industry Group	Food, Beverage & Tobacco	Food, Beverage & Tobacco
GICS Industry	Beverages	Food Products
GICS Sub-Industry	Soft Drinks & Non-alcoholic Beverages	Packaged Foods & Meats
Market Capitalization	192.61 billion USD	13.95 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	June 1, 1972	October 31, 1994
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

PEP

SJM

GSPC

PepsiCo (PEP) vs. J. M. Smucker (SJM), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for PepsiCo (PEP) and J. M. Smucker (SJM). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for PepsiCo (PEP) and J. M. Smucker (SJM). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
Total Return (1Y)	4.03%	29.86%
Total Return (3Y, Annualized)	-1.40%	11.19%
Total Return (5Y, Annualized)	0.55%	4.32%

Risk Profile

Drawdown History

PEP

SJM

GSPC

PepsiCo (PEP) vs. J. M. Smucker (SJM), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for PepsiCo (PEP) and J. M. Smucker (SJM). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
Volatility (1Y, Annualized)	21.68%	29.24%
Beta (5Y)	0.30	0.26
Max Drawdown (5Y)	-30.32%	-38.11%
Avg. Volume (3M)	8.86M	1.26M

Risk-Adjusted Performance

Risk-Return Positioning

PEP and SJM are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
Sharpe Ratio (1Y)	-0.01	0.87
Sortino Ratio (1Y)	-0.02	1.47

Profitability

ROE (TTM)

PepsiCo (PEP) at 52.19% delivers above-range ROE, while J. M. Smucker (SJM) at 3.93% falls into the bottom quartile — a wide split in profit generated from equity.

PEP

Food, Beverage & Tobacco industry group

52.19%

PEP: 52.19%
Max: 32.02%
Q3: 16.61%
Median: 10.05%
Q1: 4.10%
Min: -10.50%

SJM

Food, Beverage & Tobacco industry group

3.93%

Max: 32.02%
Q3: 16.61%
Median: 10.05%
Q1: 4.10%
SJM: 3.93%
Min: -10.50%

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their ROE against the Food, Beverage & Tobacco industry group benchmark.

Net Margin (TTM)

Both PepsiCo (PEP) at 11.09% and J. M. Smucker (SJM) at 2.51% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

PEP

Food, Beverage & Tobacco industry group

11.09%

Max: 24.83%
Q3: 11.22%
PEP: 11.09%
Median: 5.94%
Q1: 2.05%
Min: -11.49%

SJM

Food, Beverage & Tobacco industry group

2.51%

Max: 24.83%
Q3: 11.22%
Median: 5.94%
SJM: 2.51%
Q1: 2.05%
Min: -11.49%

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their net margin against the Food, Beverage & Tobacco industry group benchmark.

Operating Margin (TTM)

J. M. Smucker (SJM) at 17.90% operates in the top operating margin quartile, ahead of PepsiCo (PEP) at 16.88%, which runs around its industry’s norm.

PEP

Food, Beverage & Tobacco industry group

16.88%

Max: 34.91%
Q3: 17.57%
PEP: 16.88%
Median: 11.06%
Q1: 4.15%
Min: -15.06%

SJM

Food, Beverage & Tobacco industry group

17.90%

Max: 34.91%
SJM: 17.90%
Q3: 17.57%
Median: 11.06%
Q1: 4.15%
Min: -15.06%

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their operating margin against the Food, Beverage & Tobacco industry group benchmark.

Profitability Metrics

Profitability metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
ROE (TTM)	52.19%	3.93%
ROA (TTM)	9.02%	6.26%
Net Margin (TTM)	11.09%	2.51%
Operating Margin (TTM)	16.88%	17.90%
Gross Margin (TTM)	54.33%	37.95%

Growth

Revenue Growth

Both PepsiCo (PEP) at 2.25% and J. M. Smucker (SJM) at 3.72% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: PepsiCo (PEP) reports EPS growth of -13.67%, ranked against its industry; J. M. Smucker (SJM) has no EPS growth figure this period.

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
Revenue Growth (YoY)	2.25%	3.72%
Revenue Growth (3Y CAGR)	2.83%	2.00%
EPS Growth (YoY)	-13.67%	--
EPS Growth (3Y CAGR)	-2.23%	--

Financial Strength

Current Ratio (MRQ)

Both PepsiCo (PEP) at 0.94 and J. M. Smucker (SJM) at 0.87 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

PEP

Food, Beverage & Tobacco industry group

0.94

Max: 4.01
Q3: 2.35
Median: 1.53
Q1: 1.02
PEP: 0.94
Min: 0.33

SJM

Food, Beverage & Tobacco industry group

0.87

Max: 4.01
Q3: 2.35
Median: 1.53
Q1: 1.02
SJM: 0.87
Min: 0.33

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their current ratio against the Food, Beverage & Tobacco industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but PEP is more stretched: J. M. Smucker (SJM) at 1.21 sits in the higher-leverage quartile and PepsiCo (PEP) at 2.31 is above its industry benchmark range.

PEP

Food, Beverage & Tobacco industry group

2.31

PEP: 2.31
Max: 2.19
Q3: 1.11
Median: 0.68
Q1: 0.33
Min: 0.00

SJM

Food, Beverage & Tobacco industry group

1.21

Max: 2.19
SJM: 1.21
Q3: 1.11
Median: 0.68
Q1: 0.33
Min: 0.00

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their debt-to-equity ratio against the Food, Beverage & Tobacco industry group benchmark.

Financial Strength Metrics

Financial strength metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
Current Ratio (MRQ)	0.94	0.87
Debt / Equity (MRQ)	2.31	1.21
Net Debt / EBITDA	2.12	3.05

Dividends

Dividend Yield (TTM)

PepsiCo (PEP) at 4.07% delivers top-quartile income for its industry, while J. M. Smucker (SJM) at 3.32% pays a more typical yield — both are credible income propositions, PEP the richer one.

PEP

Food, Beverage & Tobacco industry group

4.07%

Max: 9.38%
PEP: 4.07%
Q3: 3.77%
Median: 1.76%
Q1: 0.00%
Min: 0.00%

SJM

Food, Beverage & Tobacco industry group

3.32%

Max: 9.38%
Q3: 3.77%
SJM: 3.32%
Median: 1.76%
Q1: 0.00%
Min: 0.00%

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their dividend yield against the Food, Beverage & Tobacco industry group benchmark.

Dividend Payout Ratio (TTM)

J. M. Smucker (SJM) reports payout ratio above 100% at 205.61%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile PepsiCo (PEP) reports 73.02%, ranking against industry peers normally.

PEP

Food, Beverage & Tobacco industry group

73.02%

Max: 199.19%
Q3: 81.03%
PEP: 73.02%
Median: 41.52%
Q1: 0.00%
Min: 0.00%

SJM

Food, Beverage & Tobacco industry group

205.61%

SJM: 205.61%
Max: 199.19%
Q3: 81.03%
Median: 41.52%
Q1: 0.00%
Min: 0.00%

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their payout ratio against the Food, Beverage & Tobacco industry group benchmark.

Dividend Metrics

Dividend metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
Dividend Yield (TTM)	4.07%	3.32%
Dividend Payout Ratio (TTM)	73.02%	205.61%

Valuation

P/E Ratio (TTM)

PepsiCo (PEP) at 17.78 is near its industry’s usual P/E ratio, while J. M. Smucker (SJM) at 61.00 sits above its peer range — an unusually expensive price for SJM’s trailing earnings.

PEP

Food, Beverage & Tobacco industry group

17.78

Max: 52.52
Q3: 30.78
Median: 18.76
PEP: 17.78
Q1: 12.77
Min: 4.72

SJM

Food, Beverage & Tobacco industry group

61.00

SJM: 61.00
Max: 52.52
Q3: 30.78
Median: 18.76
Q1: 12.77
Min: 4.72

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their P/E ratio against the Food, Beverage & Tobacco industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both PepsiCo (PEP) at 1.96 and J. M. Smucker (SJM) at 1.52 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

PEP

Food, Beverage & Tobacco industry group

1.96

Max: 4.64
Q3: 2.27
PEP: 1.96
Median: 1.17
Q1: 0.52
Min: 0.00

SJM

Food, Beverage & Tobacco industry group

1.52

Max: 4.64
Q3: 2.27
SJM: 1.52
Median: 1.17
Q1: 0.52
Min: 0.00

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their P/S ratio against the Food, Beverage & Tobacco industry group benchmark.

P/B Ratio (MRQ)

J. M. Smucker (SJM) at 2.43 sits near its industry’s typical P/B ratio, while PepsiCo (PEP) at 8.65 prices above its benchmark range — PEP looks rich relative to book.

PEP

Food, Beverage & Tobacco industry group

8.65

PEP: 8.65
Max: 6.35
Q3: 3.07
Median: 1.58
Q1: 0.82
Min: 0.00

SJM

Food, Beverage & Tobacco industry group

2.43

Max: 6.35
Q3: 3.07
SJM: 2.43
Median: 1.58
Q1: 0.82
Min: 0.00

PepsiCo (PEP) vs. J. M. Smucker (SJM): A comparison of their P/B ratio against the Food, Beverage & Tobacco industry group benchmark.

Valuation Metrics

Valuation metrics for PepsiCo (PEP) and J. M. Smucker (SJM)
Metric	PEP	SJM
P/E Ratio (TTM)	17.78	61.00
P/S Ratio (TTM)	1.96	1.52
P/B Ratio (MRQ)	8.65	2.43
Free Cash Flow Yield (TTM)	4.70%	10.50%